ヒューマノイドロボットの未来　第1版

稼働中のヒューマノイドロボットの台数は、2025年末時点の2万1,000台から2040年には8,300万台へと、年平均成長率（CAGR）73.7%で増加するとBerg Insightは予測しています。

Berg Insight「ヒューマノイドロボットの未来　第1版 – The Future of Humanoid Robots – 1st Edition」はB2CおよびB2B向けヒューマノイドロボットの世界市場を調査し、ベンダー、製品、市場に関する最新情報を提供します。また2040年までの市場予測も行っています。

主な掲載内容

• ヒューマノイドロボット概論
  • 定義と分類
  • ヒューマノイドロボットの略歴
  • ユースケース：B2CとB2B
  • 投資と企業取引
• ヒューマノイドロボット技術
  • ハードウェア
  • ソフトウェア
  • システムアーキテクチャ
• 市場分析と予測
  • 現在および今後のユースケース
  • ビジネスモデル
  • 市場予測
  • 市場成長促進要因と阻害要因
  • 市場動向
• 主要企業の概要と戦略
  • 1X Technologies
  • AeiROBOT
  • AgiBot
  • Agile Robots
  • Agility
  • Apptronik
  • Booster Robotics
  • Boston Dynamics
  • CASBOT
  • Clone Robotics
  • DEEP Robotics
  • EngineAI
  • Engineered Arts
  • Figure AI
  • Fourier Intelligence
  • Hexagon
  • Humanoid
  • Kepler Exploration Robotics
  • Leju Robotics
  • LimX Dynamics
  • Neura Robotics
  • Noetix Robotics
  • PAL Robotics
  • PUDU Robotics
  • ROBOTERA
  • Sanctuary AI
  • Tesla
  • UBTECH Robotics
  • Unitree Robotics
  • Xiaomi

Report Overview

The Future of Humanoid Robots is a strategy report from Berg Insight analysing the latest developments on the humanoid robot market worldwide. This report provides you with 160 pages of unique business intelligence, including 15-year industry forecasts, expert commentary and real-life case studies on which to base your business decisions.

This study investigates the worldwide market for humanoid robots in both B2C and B2B use cases. The active installed base of humanoid robots is forecasted to grow at a compound annual growth rate of 73.7 percent from 21,000 units at the end of 2025 to 83.0 million units by 2040. Get up to date with the latest information about vendors, products and markets.

Highlights from the report

• Insights from numerous interviews with market leading companies.
• Technology assessment covering key hardware, software and AI technologies.
• Comprehensive overview of the humanoid robot value chain and key application areas.
• Adoption drivers and barriers shaping the uptake of humanoid robots.
• In-depth analysis of market trends and key developments.
• Detailed profiles of 30 key humanoid robot vendors.
• Market forecasts on shipments, installed base and market value lasting until 2040.

Shipments of humanoid robots to reach 26 million by 2040

Humanoid robots are robotic systems designed to resemble the human body and movements, operating in environments originally built for humans. The most significant advantage of humanoid robots compared with traditional industrial robots is their ability to perform a wide variety of tasks, navigate complex surroundings and use existing tools without requiring extensive modification to the existing infrastructure. Recent advances in crucial technology linked to humanoid robotics, including actuators, foundation models and battery technology, have significantly accelerated the development of the humanoid robotics market. These improvements enable robots to perform increasingly complex tasks with higher levels of autonomy across sectors such as manufacturing, warehousing, logistics and retail applications, while opening opportunities for future use in domestic environments. In addition, labour shortages, ageing populations and the need for flexible automation are expected to become important long-term drivers for the adoption of humanoid robots.

Berg Insight considers the humanoid robotics industry to have entered the early stages of a long-term growth phase. During 2025 and 2026, the industry experienced a shift from primarily research- and prototype-oriented activities towards pilot deployments, initial commercial deliveries and investments in large-scale manufacturing capabilities. This transition has been supported by increasing activity among both established technology companies and specialised humanoid robotics start-ups, contributing to the development of commercial solutions and a broader market ecosystem. Although commercial deployments remain limited, increasing technological maturity and substantial investment activity suggest that the market is approaching an important commercial inflection point.

Berg Insight estimates that annual humanoid robot shipments will grow from 16,000 units in 2025 to 26 million units by 2040, corresponding to a compound annual growth rate (CAGR) of 63.7 percent. During the same period, the global market value is forecasted to increase from US$ 890 million to approximately US$ 554 billion. Use cases in manufacturing, logistics and warehousing are expected to account for the majority of deployments during the forecast period, while domestic applications are anticipated to emerge gradually as robot capabilities improve and hardware costs decline.

The number of market participants has increased rapidly in recent years, resulting in a highly fragmented competitive landscape with more than 100 companies currently developing humanoid robots. Only a limited number of vendors have entered early commercial production or begun scaling manufacturing capacity. The competitive dynamics differ across regions. China currently represents the largest market, followed by the US and Europe. Chinese companies generally leverage cost-effective manufacturing, established domestic supply chains and rapid commercialisation, while US-based companies have a stronger focus on software capabilities and strategic partnerships with leading technology companies. The European vendor landscape represents an emerging but important part of the market, leveraging strengths in industrial automation, robotics research and specialised technology development.

The humanoid robotics industry has experienced unprecedented investment activity during 2025–2026. Multiple funding rounds have exceeded US$ 1 billion, reflecting growing investor confidence in the commercial potential of humanoid robotics. Venture capital firms are increasingly joined by strategic investors including NVIDIA, Microsoft, Google, Amazon, Hyundai, OpenAI and other major technology companies. Investment activity has also shifted towards later-stage financing, supporting manufacturing expansion, production scaling and commercial deployment rather than early-stage research alone.

Artificial Intelligence (AI) has become one of the most important competitive factors in the humanoid robotics industry. Competition is increasingly driven by proprietary embodied AI, foundation models, robot operating systems and software ecosystems rather than hardware performance alone. Strategic partnerships between humanoid robotics companies and leading AI technology providers are therefore becoming increasingly important for accelerating commercialisation and improving robot capabilities. At the same time, manufacturers are making substantial investments in production facilities designed to manufacture tens of thousands of humanoid robots annually, reflecting expectations of future large-scale demand.

The leading vendors in the humanoid robotics industry include Figure AI, Tesla, Agility, Boston Dynamics, Apptronik, 1X Technologies, NEURA Robotics, Unitree Robotics, UBTECH Robotics, AgiBot, Leju Robotics, EngineAI, RobotEra and several other rapidly growing companies. Competition is expected to intensify significantly in the next years as companies transition from pilot deployments to large-scale commercial production.

Overall, Berg Insight believes that humanoid robotics has moved beyond the experimental stage and entered the early phase of commercialisation. Although significant technical challenges related to reliability, dexterity, battery performance and safety remain, continued advances in AI, increasing manufacturing capacity and record levels of investment indicate that humanoid robots have the potential to develop into a major new technology and product category over the coming decades.

Table of Contents

Executive Summary

1 Introduction to Humanoid Robotics

1.1 Introduction
1.2 Definitions and classifications
1.3 Brief history of humanoid robotics
1.4 Use cases – B2C & B2B
1.4.1 Domestic and private applications (B2C)
1.4.2 Service and retail applications (B2B)
1.4.3 Manufacturing applications (B2B)
1.5 Investments and company transactions
1.5.1 Investments and venture capital
1.5.2 Mergers and acquisitions

2 Humanoid Robot Technologies

2.1 Hardware
2.1.1 Mechanical structure and design
2.1.2 Actuators and motion systems
2.1.3 Sensors and perception hardware
2.1.4 Power systems and energy efficiency
2.1.5 Locomotion and mobility
2.2 Software
2.2.1 Robotic operating systems (ROS & ROS 2)
2.2.2 Proprietary robotic systems
2.2.3 Artificial intelligence and machine learning
2.2.4 Perception and computer vision
2.2.5 Motion planning and control
2.2.6 Human-robot interaction (HRI)
2.2.7 Wireless connectivity technologies and cloud integration
2.3 System architecture
2.3.1 Sensing, planning and acting
2.3.2 System integration and control architecture

3 Market Analysis and Forecasts

3.1 Current and future use cases
3.1.1 Domestic and private applications
3.1.2 Service and retail applications
3.1.3 Manufacturing applications
3.1.4 Application complexity and deployment environment
3.2 Business models
3.3 Market landscape and key vendors
3.3.1 Regional market landscape
3.3.2 Top humanoid robot companies
3.4 Market forecasts
3.4.1 Installed base and unit shipments
3.4.2 Cellular connectivity in humanoid robots
3.4.3 Market value
3.5 Market drivers and barriers
3.5.1 Strategic funding accelerates commercialisation
3.5.2 Flexible automation demand drives adoption
3.5.3 Technological advances expand robot capabilities
3.5.4 Ecosystem maturity enables industrial scalability
3.5.5 Technical limitations constrain commercial adoption
3.5.6 Regulatory requirements increase commercialisation complexity
3.5.7 Social acceptance and trust shape market adoption
3.5.8 Alternative automation technologies challenge humanoid robot adoption
3.6 Market trends
3.6.1 Increasing government support for humanoid robotics
3.6.2 AI expands the capabilities of humanoid robots
3.6.3 Global workforce shifts are increasing the demand for humanoid robots
3.6.4 Commercial deployment is gaining momentum
3.6.5 From standalone robots to connected intelligent systems
3.6.6 Partnerships and ecosystem development reshape the competitive landscape
3.6.7 EV makers move into humanoid robotics at industrial scale

4 Company Profiles and Strategies

4.1 1X Technologies
4.2 AeiROBOT
4.3 AgiBot
4.4 Agile Robots
4.5 Agility
4.6 Apptronik
4.7 Booster Robotics
4.8 Boston Dynamics
4.9 CASBOT
4.10 Clone Robotics
4.11 DEEP Robotics
4.12 EngineAI
4.13 Engineered Arts
4.14 Figure AI
4.15 Fourier Intelligence
4.16 Hexagon
4.17 Humanoid
4.18 Kepler Exploration Robotics
4.19 Leju Robotics
4.20 LimX Dynamics
4.21 Neura Robotics
4.22 Noetix Robotics
4.23 PAL Robotics
4.24 PUDU Robotics
4.25 ROBOTERA
4.26 Sanctuary AI
4.27 Tesla
4.28 UBTECH Robotics
4.29 Unitree Robotics
4.30 Xiaomi
Glossary

List of Figures

Figure 1.1: The three primary use cases of humanoid robots …… 9
Figure 1.2: Humanoid robot related funding (Q1-2025–Q3-2026) …… 12
Figure 1.3: Humanoid robotics-related M&As (World Q1-2025–Q3 2026) ….. 16
Figure 2.1: An overview of the hardware components of a typical humanoid robot .. 19
Figure 3.1: Positioning of humanoid robot applications by complexity and environment ….. 36
Figure 3.2: Top ten humanoid robot vendors by shipment volume (World 2025) ….. 40
Figure 3.3: Global humanoid robot shipment market share by vendor (World 2025)…. 40
Figure 3.4: Humanoid robot shipment shares by company headquarters (World 2025)… 41
Figure 3.5: Humanoid robotics companies (World)…….. 42
Figure 3.6: Top-6 humanoid robot vendors by planned shipment volume (World 2026) .. 45
Figure 3.7: Humanoid robot shipments and installed base (World 2025–2040) …. 46
Figure 3.8: Cellular module shipments and active subscriptions (World 2025–2040) … 48
Figure 3.9: Humanoid robot market value (World 2025–2040) …… 49
Figure 4.1: NEO capabilities …………… 69
Figure 4.2: NEO …………… 70
Figure 4.3: ALICE capabilities …………. 72
Figure 4.4: ALICE 4 …………….. 73
Figure 4.5: Agibot A2 and X2 capabilities ……….. 75
Figure 4.6: A2 Ultra and AgiBot X1 …………. 76
Figure 4.7: Agile ONE capabilities ………….. 78
Figure 4.8: Agile ONE ………….. 79
Figure 4.9: Digit v4 capabilities …………… 81
Figure 4.10: Digit v4 ……………. 82
Figure 4.11: Apollo capabilities …………… 84
Figure 4.12: Apollo 3 …………… 85
Figure 4.13: Booster T1 and T2 capabilities ……….. 87
Figure 4.14: Booster T1 and T2 ………….. 88
Figure 4.15: Atlas capabilities …………. 90
Figure 4.16: Atlas ……………. 91
Figure 4.17: CASBOT 02 capabilities ………. 93
Figure 4.18: CASBOT 02 …………. 94
Figure 4.19: Clone Alpha capabilities …………. 95
Figure 4.20: Clone Alpha…………. 96
Figure 4.21: DR01 and DR02 capabilities ……….. 98
Figure 4.22: DR01 …………… 99 Figure 4.23: SE01, PM01 and T800 capabilities ……….. 101
Figure 4.24: PM01 and T800 …………. 102
Figure 4.25: Ameca capabilities ………… 104
Figure 4.26: Ameca and Mesmer ………….. 105
Figure 4.27: Figure capabilities …………. 107
Figure 4.28: Figure 02 …………… 109
Figure 4.29: GRx capabilities ………… 111
Figure 4.30: GR-3 and N1 …………. 112
Figure 4.31: AEON capabilities …………. 114
Figure 4.32: AEON ……………. 115
Figure 4.33: HMND 01 ALPHA BIPEDAL capabilities ……….. 116
Figure 4.34: HMND 01 ALPHA BIPEDAL ………. 117
Figure 4.35: Forerunner capabilities …………. 119
Figure 4.36: Forerunner K1 and K2 ……….. 120
Figure 4.37: KUAVO 4PRO capabilities…………. 121
Figure 4.38: KUAVO 4PRO, KUAVO 5 and ROBAN 2 ……….. 122
Figure 4.39: Oli and Luna capabilities ……….. 125
Figure 4.40: Oli and Luna ………….. 126
Figure 4.41: 4NE1 Gen 3.5 and 4NE1 Mini capabilities …….. 127
Figure 4.42: 4NE1 Gen 3.5 ………… 128
Figure 4.43: N2 and E1 capabilities ………. 130
Figure 4.44: N2 and E1 …………. 131
Figure 4.45: REEM-C, TALOS and Kangaroo capabilities …….. 133
Figure 4.46: REEM-C, TALOS and Kangaroo ……….. 134
Figure 4.47: PUDU D9 capabilities ………… 136
Figure 4.48: PUDU D9 …………… 137
Figure 4.49: ROBOTERA L7 capabilities ……….. 138
Figure 4.50: ROBOTERA L7 ………….. 139
Figure 4.51: Phoenix gen.6 capabilities ………… 141
Figure 4.52: Phoenix gen.7 …………… 142
Figure 4.53: Optimus capabilities …………. 145
Figure 4.54: Optimus Gen 3 ………….. 146
Figure 4.55: Walker S2 and Walker C1 capabilities ………. 148
Figure 4.56: Walker S2 and C1 …………. 149
Figure 4.57: H1, H2, G1 and R1 capabilities …………. 151
Figure 4.58: G1 and R1 …………. 152
Figure 4.59: CyberOne capabilities ……….. 155
Figure 4.60: CyberOne ………….. 156

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